See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,160 | $63,346+114.9% | $92,233+47.6% | $70,131+94.2% |
| Participation rate | 87.1% | 68.7%+18.4pp | 76.5%+10.6pp | 69.5%+17.6pp |
| Annual return | 11.50% | 530.12%-518.6pp | 176.28%-164.8pp | 73.14%-61.6pp |
| Employer contribution / active EE | $5,197 | $2,471+110.3% | $3,679+41.2% | $2,342+121.9% |
| Participant deferral / active EE | $7,107 | $2,854+149.0% | $3,897+82.4% | $3,332+113.3% |
| Admin fee / account holder | $3,330 | $3,840-13.3% | $5,194-35.9% | $4,645-28.3% |